James Riley is an experienced Independent Financial Adviser at Apogee Wealth Management since October 2011, specializing in comprehensive financial planning for a diverse clientele, including private individuals and corporate clients. In addition to this role, James has served as Treasurer and Vice President in the BNI UK & Ireland organization since September 2010, fostering business referrals within the Wilmslow group. Previous positions include Financial Planner at Parsonage, Financial Adviser at Greystone Financial Services, and mortgage and protection advice at Pay Less Ltd. James began a career in financial services as a Sales Support Executive at Clerical Medical. Academic qualifications include a Diploma in Financial Planning and a BSc (Hons) in Sports Science from the University of Sunderland, complemented by certifications from the CII Financial Planning Exams.
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